Catherine Avery Investment Management employs an “ultra-personal” strategy to engage clients in the investing process.
Just because she lives by the beach now doesn’t mean Catherine Avery is taking it easy.
After years of working on Wall Street, Avery of Catherine Avery Investment Management works hard on Longboat to make sure her clients are educated about their investments and are reaping the rewards.
Avery was recently nominated for Investment News Women’s Portfolio Manager of The Year. This award recognizes a female portfolio manager who works with investor clients and has shown excellence over the past 12 months. It is a part of Investment News’ Women to Watch issue.
Avery has been interviewed on Bloomberg several times about topics relating to inflation and her predictions on the investment market.
“As you’re thinking about going into retirement, you need a stream of income,” said Avery. “One of the things as people get older, you spend a lot more money trying to stay healthier and younger so you can enjoy your life. Unfortunately, even after the great financial crisis, when inflation basically went down to zero, medical costs, hospitalizations, drug prices were still accelerating at really high rates. These are the things that you consume more as you get older. So you need to have some component of your portfolio that’s going to help you stay ahead of inflation and provide a bit of predictability and income stream.”